How do I attach the PDF of a quote while sending an email to my customer?

After creating quotes, you can send them to your customers via email. When emailing the quotes, you can configure Zoho Books to automatically attach PDF versions with the emails.

To set up this configuration:

  1. Go to Settings by clicking the Gear icon in the top right corner.
  2. Click General under Preferences. General Preferences in Settings in Zoho Books
  3. Check the box Attach PDF file with the link while emailing the invoice & quote? in the PDF Attachment section. PDF Attachment Settings for Quotes and Invoices in Zoho Books
  4. Click Save.

Once saved, Zoho Books will automatically attach the PDF while emailing quotes to your customers.

Quote Attachment in Email

Learn more about Quote Preferences in Zoho Books.

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